EPISODE · Nov 6, 2024 · 37 MIN
Bonus episode: The big Budget pension and investing questions answered
On this special bonus episode of the This is Money Podcast, Rob Morgan, chief analyst at Charles Stanley Direct, joins Simon Lambert to answer the big questions that have emerged from last week's Budget.On this podcast, Simon and Rob cover among other things.Pensions and inheritance tax: Who will be caught outWhat can investors do – should they spend their pensions before other savings?What has happened with capital gains tax - and who will it catch?What are the best ways to keep a CGT bill down?How can savers and investors beat the frozen threshold stealth tax?What are the financial planning basics people should make sure they get right?Follow us on Instagram @dmgnewmedia.Follow us on TikTok @dmgnewmediaFollow us on X @dmgnewmediaEmail us [email protected] us 020 7938 6000.Hosts: Georgie Frost, Simon Lambert, Lee Boyce, Helen CraneProducer: Georgie Frost Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
On this special bonus episode of the This is Money Podcast, Rob Morgan, chief analyst at Charles Stanley Direct, joins Simon Lambert to answer the big questions that have emerged from last week's Budget.On this podcast, Simon and Rob cover among other things.Pensions and inheritance tax: Who will be caught outWhat can investors do – should they spend their pensions before other savings?What has happened with capital gains tax - and who will it catch?What are the best ways to keep a CGT bill down?How can savers and investors beat the frozen threshold stealth tax?What are the financial planning basics people should make sure they get right?Follow us on Instagram @dmgnewmedia.Follow us on TikTok @dmgnewmediaFollow us on X @dmgnewmediaEmail us [email protected] us 020 7938 6000.Hosts: Georgie Frost, Simon Lambert, Lee Boyce, Helen CraneProducer: Georgie Frost Hosted on Acast. See acast.com/privacy for more information.
NOW PLAYING
Bonus episode: The big Budget pension and investing questions answered
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m